ADVOCO (SW) LIMITED

🌳Matureactive
04593365 · ltd · incorporated 2002-11-18
Investment thesis
Established operating company — standard diligence applies, no dominant angle.
Why interesting: Live, filing, normal profile.
Why risky: No standout signals in either direction.
🔒Estimated value
—
Upgrade to see
Turnover
—
year to Mar 2025
Net worth
£559.0k
book net assets
Opportunity
69/100
Strong
🔔
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What this business does
Primary activity: Accounting and auditing activities
Sector: Professional, scientific & technical
Investor take
Special-situation opportunity
Distressed professional-services with salvageable qualities — special-situations priority.

Opportunity 69/100 (strong), bankability 70/100. High owner-dependency — earn-out structure likely required for clean transition. Biggest value-creation lever: Cash flow review and working-capital discipline. Cash down -35% YoY — forensic review of receivables, stock turns, and creditor days. Most likely exit: share sale to pe / searcher (58/100).

🏦

Refinance opportunity

1 live charge · oldest 13.5y

45/100
under pressure

Refinance would be pressure-driven, not opportunity-driven. Expect tighter margins and covenant scrutiny.

  • · Oldest live charge is 13.5 years old — likely at or near maturity.
  • · Single lender — cleanest path to refinance.
  • · Cashflow trend is negative — lender view likely cautious.

Data confidence

Overall: high (82/100)

Strong data coverage across all sections. AI outputs should be trusted with minimal caveats.

Company profile
address, 1 SIC codes, incorporation date
100
Financials
2 years of iXBRL accounts extracted (YoY deltas available) + narrative notes parsed
75
Lenders & charges
1 charges (1/1 with lender, 1/1 with type)
90
Directors & officers
7 officers (2 active, 7 linked, 4 with DOB)
81
Ownership & PSC
1 active PSC(s) of 1 total, 1 with control declared
90
Director network
11 connected companies via shared directors
78
Filing history
64 filings on record
85
Gazette notices
No matching gazette notices (standard for active companies)
60
Opportunity Score
69/100Strong
PassWatchWorth a lookStrongExceptional 

Solid opportunity signal. Worth a dedicated memo and management meeting.

Business quality
60
Adequate — check latest filings for context.
Acquirability
65
Some acquirability indicators.
Risk profile
67
Some moderate concerns — review flags.
Signal strength
100
Good data coverage for analysis.

Signals from accounts

Derived from iXBRL accounts · FRS 102
Positive net assets
Net assets £559,016
Cash YoY
-35%
Year on year

Key financials

2 years extracted from filed iXBRL accounts
Cash
£119k
↓ 35% YoY
Net Worth
£559k
↑ 4.3% YoY
Current Assets
£996k
↓ 12% YoY
Current Liabilities
—
£0£227k£455k£682k£910k£1.1mMar 2024Mar 2025

Hover to see exact values · click legend to toggle series

Financials

Extracted from Companies House accounts · FRS 102
Metric2025-03-312024-03-31
Total assets£1.30M£1.45M
Current assets£995.5k£1.14M
Cash£118.6k£182.6k
Debtors£246.9k£319.4k
Net assets£559.0k£535.9k

Amounts extracted automatically from iXBRL. Fields left blank were not reported or not mapped. Values in GBP unless stated.

🔒Filing-note intelligence

2 signals detected in this company's narrative notes — going-concern language, audit opinion, contingent liabilities, related-party transactions.

Available from the Pro tier upwards.

See pricing →

Recent activity

Last 30 days
0
filings
Last 90 days
0
filings
Last 180 days
1
filing
  • • 1 accounts
Counts from Companies House filing history.
Corporate timeline (30 events)Click to expand
  1. 2025-12-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  2. 2024-12-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  3. 2023-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  4. 2022-12-30
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  5. 2021-12-22
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  6. 2020-11-01
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  7. 2019-12-21
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  8. 2018-12-23
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  9. 2017-12-29
    📄
    accounts-with-accounts-type-total-exemption-full
    accounts · AA
  10. 2017-12-11
    📄
    change-to-a-person-with-significant-control
    persons-with-significant-control · PSC04
  11. 2017-12-11
    📄
    change-person-director-company-with-change-date
    officers · CH01
  12. 2016-12-30
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  13. 2016-12-30
    📄
    change-person-director-company-with-change-date
    officers · CH01
  14. 2016-12-30
    📄
    change-person-director-company-with-change-date
    officers · CH01
  15. 2015-12-27
    📄
    accounts-with-accounts-type-total-exemption-small
    accounts · AA
  16. 2015-11-23
    📄
    annual-return-company-with-made-up-date-full-list-shareholders
    annual-return · AR01
  17. 2012-12-12
    🔒
    Charge registered #1
    Lender: National Westminster Bank PLC
  18. 2011-10-01
    ➕
    RODGERS, Jane Marie appointed
    director
  19. 2011-05-23
    ➖
    BUTCHER, Mark Sean, Mr. resigned
    director
  20. 2008-04-30
    ➖
    WOOD, Roger Anthony John, Mr. resigned
    secretary
  21. 2008-04-30
    ➖
    WOOD, Roger Anthony John, Mr. resigned
    director
  22. 2007-12-17
    ➕
    RODGERS, Alan Philip appointed
    director
  23. 2002-11-18
    🏢
    Company incorporated
    As ADVOCO (SW) LIMITED
  24. 2002-11-18
    ➕
    WOOD, Roger Anthony John, Mr. appointed
    secretary
  25. 2002-11-18
    ➕
    M W DOUGLAS & COMPANY LIMITED appointed
    corporate-nominee-secretary
  26. 2002-11-18
    ➖
    M W DOUGLAS & COMPANY LIMITED resigned
    corporate-nominee-secretary
  27. 2002-11-18
    ➕
    BUTCHER, Mark Sean, Mr. appointed
    director
  28. 2002-11-18
    ➕
    WOOD, Roger Anthony John, Mr. appointed
    director
  29. 2002-11-18
    ➕
    DOUGLAS NOMINEES LIMITED appointed
    corporate-nominee-director
  30. 2002-11-18
    ➖
    DOUGLAS NOMINEES LIMITED resigned
    corporate-nominee-director

Owner dependency

76/100
High — earn-out structure required

Material founder dependency. Consider a 2-3 year earn-out and build in a handover plan before completion.

FACTORS
  • +Two-director setup: Only two active directors — typical of owner-managed SMEs but limits succession.
  • +Long-tenure founder: Senior director has been in place 18 years — deep operational knowledge concentrated in one person.
  • +Family involvement: Multiple officers share a surname — likely family business, which concentrates governance.

Succession & seller-readiness

54/100
Moderate signal

Some succession indicators present. Worth watching; approach if sector/strategy fits.

SIGNALS
  • secondaryTwo-director governance: Small-team governance. Succession depth is thin but not absent.
  • secondary12+ year tenure: Director in role 18 years.
  • secondaryStable-but-static management: Company is 24 years old and no new directors in the last 3 years — succession not yet being planned internally.

Red flags

1 high ·
Confirmation statement overdue
high

Annual confirmation statement not filed on time. Required statutory filing — overdue is a strong discipline signal.

Evidence: Next due: 2025-12-02

Shareholders & ownership

1 active beneficial owner · dominant holder ≥75%
NameSharesVoting rightsNature of controlNotified
Mr Alan Philip Rodgers
Individual · English · DOB 12/1975 · age 51
75–100%
—75-100% shares06/04/2016

From Companies House Persons with Significant Control filings. Share ranges are banded per the public PSC regime.

🔒Co-director network graph

Radial SVG graph showing every company connected via shared directors, colour-coded by status.

Available from the Pro tier upwards.

See pricing →

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ADVOCO CONTRACTOR UMBRELLA LIMITED→
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Peers ranked by estimated value, then turnover, then opportunity score.See all →
🔒Tailored diligence questions

7 specific questions generated from this company's actual signals — liquidity, leverage, director age, charge count, red flags, age-of-company.

Available from the Pro tier upwards.

See pricing →
🔒Advanced scoring suite

Exit-route ranking, improvement thesis, quiet-distress detector, covenant-pressure proxy, extraction monitor, approaching triggers, ownership drift, local cluster, value trap, debt capacity, archetype classification — 48+ scoring modules.

Available from the Pro tier upwards.

See pricing →

Company details

Statusactive
Typeltd
Incorporated2002-11-18
Jurisdictionengland-wales
Primary SIC69201 — Accounting and auditing activities

Registered office

14a Albany Road
Weymouth
Dorset
DT4 9TH

Filing status

Accounts
Next due: 2026-12-31
Last made up to: 2025-03-31
Confirmation statement
Next due: 2025-12-02OVERDUE
Last: 2024-11-18

Officers (2 active · 5 resigned)

RODGERS, Alan Philip→
director · ~51y · appointed 2007-12-17
View their other companies + combined net worth →
Active
RODGERS, Jane Marie→
director · ~50y · appointed 2011-10-01
View their other companies + combined net worth →
Active
WOOD, Roger Anthony John, Mr.→
secretary · appointed 2002-11-18 · resigned 2008-04-30
Resigned
M W DOUGLAS & COMPANY LIMITED→
corporate-nominee-secretary · appointed 2002-11-18 · resigned 2002-11-18
Resigned
BUTCHER, Mark Sean, Mr.→
director · ~57y · appointed 2002-11-18 · resigned 2011-05-23
Resigned
WOOD, Roger Anthony John, Mr.→
director · ~78y · appointed 2002-11-18 · resigned 2008-04-30
Resigned
DOUGLAS NOMINEES LIMITED→
corporate-nominee-director · appointed 2002-11-18 · resigned 2002-11-18
Resigned

Click a director name to see their full track record across all companies.

Mortgages & charges

1
Total charges
1
Outstanding
1
Active lenders
Status:Lender:1 of 1 shown
TypeProperties
outstanding
National Westminster Bank
National Westminster Bank PLC
Debenture1 property12/12/2012—
Click column headers to sort. Use filters above to narrow by status and lender.

Recent filings (64 total)

accounts-with-accounts-type-total-exemption-full
accounts · AA
2025-12-29
accounts-with-accounts-type-total-exemption-full
accounts · AA
2024-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2024-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-12-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2023-12-23
confirmation-statement-with-no-updates
confirmation-statement · CS01
2023-01-02
accounts-with-accounts-type-total-exemption-full
accounts · AA
2022-12-30
confirmation-statement-with-no-updates
confirmation-statement · CS01
2022-01-15
accounts-with-accounts-type-total-exemption-full
accounts · AA
2021-12-22
confirmation-statement-with-no-updates
confirmation-statement · CS01
2021-01-27
accounts-with-accounts-type-total-exemption-full
accounts · AA
2020-11-01
confirmation-statement-with-no-updates
confirmation-statement · CS01
2019-12-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2019-12-21
accounts-with-accounts-type-total-exemption-full
accounts · AA
2018-12-23
confirmation-statement-with-updates
confirmation-statement · CS01
2018-12-23